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2: One Size Does Not Fit All CRM Your Way in .NET Maker data matrix barcodes in .NET 2: One Size Does Not Fit All CRM Your Way

2: One Size Does Not Fit All CRM Your Way generate, create data matrix ecc200 none in .net projects ASP.NET Web Application Framework Identifying the CRM Need barcode data matrix for .NET s of Your Business Which Business Activities will be a Part of Your CRM Accounts and Contacts Tracking Leads and Opportunities Sales-Force Automation Tracking the Sales Pipeline Tracking Service Cases and Support Contracts Corporate Calendar Management Corporate Directory Interface Consolidation Document Management Business Models and Their Specific Requirements B2B or B2C . 24 25 26 26 27 28 28 29 29 30 30 31 31. Table of Contents Products or Services Av erage Transaction Value, Sales Cycle, and the Recurring Business Model Location, Location, Location Size Does Matter: Two or Two Hundred International Needs How Do I Make Shrink-Wrapped Software Suit My Business Customer-Centric Business Management Requirement Analysis RayDoc CRM Requirements Your CRM Requirements Worksheet Summary. 31 32 33 34 35 36 37 39 Data Matrix for .NET 39 40 42. 3: CRM Deployment Options: Which One Is Right for You 43 Deployment Alternatives Data Matrix ECC200 for .NET Server Issues for Self-Hosted and Collocated Deployments Choosing a Server Operating System Web-Based Application Platforms Specifying Your Server Hardware Backup and Security Considerations Server Security Bandwidth Capacity and Reliability Considerations Performing the Installation Summary 44 46 46 47 48 51 52 53 54 55. 4: CRM Basics CRM Processes and Termin Data Matrix for .NET ology Accessing the SugarCRM System A Quick Tour of SugarCRM Themes CRM Navigation Basics: Accounts and Contacts The Sales Pipeline: Leads and Opportunities Aggregating Opportunities: The Sales Pipeline The Dashboard Calendaring Sales Activities Creating a Note Creating a Task Scheduling a Call or Meeting Managing Emails. 57 58 60 61 63 73 79 81 86 90 92 93 94 95. Table of Contents Email Templates Advanced User Interface Features Printing Information Getting Help Exporting Information Updating Several Records at Once Input Business Card Create from vCard Quick New Item Summary. 98 99 100 101 101 103 10 .net framework Data Matrix barcode 3 104 104 105. 5: Extending Your CRM"s Business Role Importing your Data Mark DataMatrix for .NET eting Campaigns Targets versus Leads and Contacts Creating an Email Template Creating an Email Marketing Program Adding Targets to the Campaign The Mass Emailing Queue Tracking a Campaign Document Management Project Management Customer Service Management Software Bug Tracking Email Notifications Interface Consolidation RSS News Feeds Linking in External Websites Linking in a Security Camera Assessing your CRM Customization Needs Making Changes to your Existing CRM Modules Summary. 108 109 109 112 113 114 117 118 118 124 129 131 132 133 134 137 139 141 141 146. 6: Commercial and Open Source Add-Ons for SugarCRM 147 Free Add-Ons Role Management Extension Photographic Company Directory Constant Availability The Sync4j Open Source Project 149 149 154 156. Table of Contents Commercial Open Source A dd-Ons Human Resources Management Service Contract Management Receiving POP Email Sugar Pro Add-Ons Product Catalog and Products Module. Product Catalog Products Module 159 159 163 167 171 172. 173 175. Quotes Module Forecasting Standard and Custom Reporting Sales Teams Enhanced Role Management: Access Control Lists 175 179 181 188. Sugar Wireless Add-on Su Data Matrix ECC200 for .NET mmary Table Participating in the Sugar Online Community Sugar User Forums Summary. 192 196 197 199 200. 7: Managing Your CRM Implementation Key Steps to a Successfu l CRM Implementation Planning the Implementation Some Common Pitfalls It Takes a Team to Win Setting Project Goals and Specifications Selecting a CRM Development Partner System Development Data Import Pilot Testing The CRM Training Process Session 1: Initial Management Training and Product Exposure Session 2: Management Training Completion and Issue Management Session 3: Present Final System Adjustments (Optional) Session 4: General User Training Session Session 5: Training Completion (Optional) CRM Training Materials Slide 1: What is a CRM System Slide 2: CRM Deployment Options. 204 205 206 207 208 209 VS .NET Data Matrix ECC200 210 211 211 211 212 212 213 213 214 214 215 215. Table of Contents Slide 3: What are our Bu 2d Data Matrix barcode for .NET siness Goals 216 Slide 4: What Functional Areas of CRM will we Use the Most 216 Slide 5: What is SugarCRM 216 Slide 6: CRM Basics 1 System Access, Screen Layout, Navigation 216 Slide 7: CRM Basics 2 Accounts and Contacts 216 Slide 8: CRM Basics 3 Opportunities and the Sales Pipeline, Home Tab 217 Slide 9: CRM Basics 4 Calendaring 217 Slide 10: CRM Basics 5 Activities (Calls, Meetings, Tasks, Notes) 217 Slide 11: CRM Basics 6 Email 217 Slide 12: CRM Basics 7 Advanced Interface Features 217 Slide 13: Extending CRM 1 RSS News and External Sites 218 Slide 14: Extending CRM 2 Marketing Campaigns 218 Slide 15: Extending CRM 3 Document Management 218 Slide 16: Extending CRM 4 Project Management 218 Slide 17: Extending CRM 5 Customer Service Management 218 Slide 18: Extending CRM 6 Always in Touch 218 Slide 19: Extending CRM 7 Reaching Out 219 Going Live: Stepwise Introduction 219 Continuous Feedback and Enhancement 219 Summary 220.
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